Connect using an API key and OAuth credentials with the required scope socialplanner/post.write to enable post actions from BatchLeads to the Surveys API.
In BatchLeads, authorize the Surveys API connection by selecting the app and granting permissions to read and write survey data.
1) POST /social-media-posting/:locationId/posts 2) PUT /social-media-posting/:locationId/posts/:id 3) DELETE /social-media-posting/:locationId/posts/:id 4) PATCH /social-media-posting/:locationId/posts/:id 5-17: See API documentation for full list of endpoints.
Trigger: A new lead is created in BatchLeads, automatically sending a survey invitation via the Surveys API.
Actions: Send invite, log status, and update the lead with survey results.
Method: POST; Path: /surveys/{surveyId}/send
Key fields: leadId, surveyId, contactEmail, inviteStatus, batchLeadStatus
Trigger: Lead status changes to Opened or Completed in BatchLeads.
Actions: Update survey response status, map scores, notify the sales team.
Method: PATCH; Path: /surveys/{surveyId}/responses/{responseId}
Key fields: leadId, surveyId, responseId, status
Trigger: New or updated contact in BatchLeads triggers a corresponding survey contact in Surveys.
Actions: Create or update survey contact records; map batch fields to survey fields.
Method: PUT; Path: /surveys/contacts/{contactId}
Key fields: leadId, contactId, surveyId, mappedFields
No-code automation to trigger surveys from BatchLeads without writing code.
Automate follow-ups and consolidate survey data in BatchLeads.
Real-time insights flow into BatchLeads dashboards.
A quick glossary of the elements and processes used to connect BatchLeads with the Surveys API.
Application Programming Interface that allows software to communicate and share data securely.
OAuth is an open standard for access delegation, enabling BatchLeads to access the Surveys API without sharing passwords.
A URL that represents a service in an API and defines the action to perform.
The process of aligning data fields between BatchLeads and the Surveys API.
Automatically invite respondents when a new lead enters BatchLeads, and route responses to a shared dashboard.
Score survey responses and push scores to BatchLeads custom fields for nurturing.
Track invitation, opening, completion, and send follow-ups automatically.
In BatchLeads, authorize the Surveys API connection and grant the app the required scope socialplanner/post.write.
Map BatchLeads lead fields to Surveys API fields for accurate data flow.
Run test invitations, verify stats, and switch to live mode once satisfied.
Authentication uses OAuth 2.0 and API keys. Start by creating an app in GHL and BatchLeads, then authorize with the requested scope socialplanner/post.write. The credentials should be stored securely and rotated regularly. Test in a sandbox before going live.
The available endpoints include create, update, delete, and patch operations for social-media-posting in this page’s context. For surveys and lead data, refer to the app documentation. You can configure mappings and triggers in the BatchLeads integration settings, and see the full endpoint list in the official docs.
Yes. Field mapping is supported to align lead fields with survey fields. Use the mapping interface or predefined templates to ensure data lands in the correct survey fields.
Data sync frequency depends on your configuration; you can set near real-time sync or batched intervals. For critical campaigns, use real-time webhooks to minimize delay.
No coding is required to get started; BatchLeads provides a no-code connector that handles authentication, mapping, and triggers. Advanced users can customize rules via conditional workflows if needed.
There are rate limits on API calls; exceedances can throttle requests. If you hit limits, batch requests or stagger calls, and consult the API docs for best practices.
If a survey fails to send, check authentication, endpoint permissions, and quota; verify the endpoint is correct. Use the test mode to reproduce failures and review logs in both apps.
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Complete Operations Catalog - 126 Actions & Triggers
